Our client is seeking a Temporary Consumer Lending Loan Coordinator. The Temporary Consumer Lending Loan Coordinator, who will provide general assistance and departmental support while providing superior Member service.
ESSENTIAL FUNCTIONS:
Member Service
• Provide exceptional service to all Members, officials, internal team members, and service providers.
• Provide general assistance and departmental support in completing tasks or projects.
• Provide phone coverage for the department at all times.
• Communicate with Members regarding their loan status and request documentation needed to close the loan.
• Compose and type letters, memos, and reports for staff and Members.
• Ensure problem ownership to protect the Member experience by researching and resolving Member concerns, complaints, and questions. Respond with thorough, and accurate information through oral and/or written communication, or by directing them to the appropriate department or person for assistance.
• Deliver excellent Member service by implementing company policy and departmental procedures and following the company service philosophy and standards.
Lending Support
• Assist Direct lending with loan queues and funding when needed.
• Assist Indirect lending with loan packages and funding when needed.
• Manage the loan completion process with Member from approval to funding.
• Maintain tracking records in Symitar and file Uniform Commercial Code (UCC) filing on specific loan types.
• Follow up with Members, dealers, or vendors for any documentation needed for funding.
• Assist funders to ensure loan files are complete prior to internal and/or external audit requests.
• Ensure confidentiality and safeguard sensitive Member financial information.
• Evaluate pipeline to ensure loan files are closed within set company standards and that production goals are met.
• Identify cross sell opportunities that will benefit Member.
• Report daily any problems or concerns with specific loan files.
• Propose new or improved processes that will improve current processing structure.
• Review and complete daily lending reports.
Minimum Qualification: Knowledge, Skills and Abilities:
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- 2+ years of hands on professional customer service experience (banking/lending experience a hug plus)
- Thorough knowledge in the use of Internet-based loan origination software.
- Knowledge of lending principles, practices, rules, regulations, and sales.
- Knowledge of compliance requirements.
- Ability to communicate effectively both verbally and in writing.
- Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.
- Ability to act independently and confidentially, using discretion and tact.
- Ability to analyze situations and recommend workable solutions.
- Ability to coordinate a variety of activities simultaneously and prioritize work.
- Ability and desire to work in and contribute to a team environment.
- Ability to work a rotating schedule which will include working some Saturdays.
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.